Horizon Investments, LLC
Charlotte NC · SEC CIK 0001560717
$89.34亿2026Q1 申报市值
1,404持仓数
30.1%前十大占比 · 第一大 7.0%
191 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 加仓+$1.86亿
SPYG 加仓+$9,786.94万
SPYV 加仓+$8,267.16万
VIG 加仓+$6,653.16万
AAPL 加仓+$6,502.12万
2026Q1 卖出最多 按季末市值估算
EWY 减仓-$4,727.85万
SRLN 减仓-$4,651.64万
AVGO 减仓-$2,308.60万
SPSB 减仓-$2,231.72万
HYLB 减仓-$2,165.82万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VBR | VANGUARD INDEX FDS SM CP VAL E | $1.09万 | 0.00% | 50 | 28 | 127.3% | $6,083 | 重新持有 |
| VTWO | VANGUARD SCOTTSDALE FDS VNG RU | $1.02万 | 0.00% | 102 | 81 | 385.7% | $8,114 | 加仓 |
| BINC | BLACKROCK ETF TRUST II ISHARES | $9,884 | 0.00% | 192 | 192 | — | $9,884 | 新建仓 |
| BC | BRUNSWICK CORP COM | $9,459 | 0.00% | 130 | 65 | 100.0% | $4,730 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T S | $9,274 | 0.00% | 170 | 113 | 198.2% | $6,164 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $9,266 | 0.00% | 102 | 102 | — | $9,266 | 新建仓 |
| OXM | OXFORD INDS INC COM | $8,719 | 0.00% | 230 | 230 | — | $8,719 | 新建仓 |
| VFH | VANGUARD WORLD FD FINANCIALS E | $8,457 | 0.00% | 70 | 70 | — | $8,457 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $8,407 | 0.00% | 92 | 92 | — | $8,407 | 新建仓 |
| VOX | VANGUARD WORLD FD COMM SRVC ET | $7,194 | 0.00% | 40 | -17 | -29.8% | -$3,057 | 减仓 |
| XLU | XLU 260618C00045000 看涨期权 | $6,884 | 0.00% | 150,000 | 150,000 | — | $6,884 | 新建仓 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $6,832 | 0.00% | 142 | 71 | 100.0% | $3,416 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $6,806 | 0.00% | 56 | -691 | -92.5% | -$8.40万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD CL | $6,780 | 0.00% | 62 | 34 | 121.4% | $3,718 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA S | $6,681 | 0.00% | 318 | 275 | 639.5% | $5,778 | 加仓 |
| STBA | S T BANCORP INC COM | $6,525 | 0.00% | 156 | -14,618 | -98.9% | -$61.14万 | 减仓 |
| XME | SPDR SERIES TRUST STATE STREET | $6,265 | 0.00% | 58 | 29 | 100.0% | $3,132 | 加仓 |
| FMC | FMC CORP COM NEW | $6,199 | 0.00% | 360 | 360 | — | $6,199 | 新建仓 |
| SPTL | SPDR SERIES TRUST STATE STREET | $6,154 | 0.00% | 234 | 234 | — | $6,154 | 新建仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $6,122 | 0.00% | 132 | 132 | — | $6,122 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $6,089 | 0.00% | 134 | -28,643 | -99.5% | -$130.15万 | 重新持有 |
| SPSB | SPDR SERIES TRUST STATE STREET | $5,972 | 0.00% | 200 | -747,395 | -100.0% | -$2,231.72万 | 减仓 |
| NSP | INSPERITY INC COM | $5,949 | 0.00% | 220 | 220 | — | $5,949 | 新建仓 |
| — | WEBSTER FINL CORP COM | $5,937 | 0.00% | 86 | -75,640 | -99.9% | -$522.18万 | 减仓 |
| OSK | OSHKOSH CORP COM | $5,888 | 0.00% | 40 | 21 | 110.5% | $3,091 | 加仓 |
| BWX | SPDR SERIES TRUST BLOOMBERG IN | $5,815 | 0.00% | 266 | -1,151 | -81.2% | -$2.52万 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $5,640 | 0.00% | 692 | 692 | — | $5,640 | 新建仓 |
| IWC | ISHARES TR MICRO-CAP ETF | $5,427 | 0.00% | 34 | 34 | — | $5,427 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II P | $5,194 | 0.00% | 480 | 480 | — | $5,194 | 新建仓 |
| CMF | ISHARES TR CALIF MUN BD ETF | $4,979 | 0.00% | 88 | 45 | 104.7% | $2,546 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F U | $4,906 | 0.00% | 80 | -120 | -60.0% | -$7,359 | 减仓 |
| IYY | ISHARES TR DOW JONES US ETF | $4,754 | 0.00% | 30 | 15 | 100.0% | $2,377 | 加仓 |
| — | FIRST TR EXCH TRADED FD III HO | $4,630 | 0.00% | 128 | 64 | 100.0% | $2,315 | 加仓 |
| RY | ROYAL BK CDA COM | $4,499 | 0.00% | 28 | 19 | 211.1% | $3,053 | 加仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $4,434 | 0.00% | 562 | 562 | — | $4,434 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR STATE STREE | $4,364 | 0.00% | 110 | -1,172,502 | -100.0% | -$4,651.64万 | 减仓 |
| KWEB | KWEB 261218C00035000 看涨期权 | $4,265 | 0.00% | 150,000 | 150,000 | — | $4,265 | 新建仓 |
| UTES | ETFIS SER TR I VIRTUS REAVES U | $4,155 | 0.00% | 52 | 26 | 100.0% | $2,078 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS A | $4,155 | 0.00% | 374 | 374 | — | $4,155 | 新建仓 |
| LKQ | LKQ CORP COM | $4,053 | 0.00% | 138 | -3,988 | -96.7% | -$11.71万 | 减仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED | $4,018 | 0.00% | 282 | 282 | — | $4,018 | 新建仓 |
| USSG | DBX ETF TR XTRACKERS MSCI | $3,939 | 0.00% | 66 | 33 | 100.0% | $1,970 | 加仓 |
| CORP | PIMCO ETF TR INV GRD CRP BD | $3,649 | 0.00% | 38 | 38 | — | $3,649 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR | $3,612 | 0.00% | 124 | 62 | 100.0% | $1,806 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $3,604 | 0.00% | 48 | 26 | 118.2% | $1,952 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY | $3,526 | 0.00% | 68 | 68 | — | $3,526 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER C | $3,509 | 0.00% | 72 | 72 | — | $3,509 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $3,438 | 0.00% | 52 | 52 | — | $3,438 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP C | $3,406 | 0.00% | 26 | 26 | — | $3,406 | 新建仓 |
| KGC | KINROSS GOLD CORP COM | $3,357 | 0.00% | 110 | 97 | 746.2% | $2,960 | 加仓 |
| UI | UBIQUITI INC COM | $3,161 | 0.00% | 4 | 4 | — | $3,161 | 新建仓 |
| OLN | OLIN CORP COM PAR $1 | $3,092 | 0.00% | 104 | 52 | 100.0% | $1,546 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA CO | $3,057 | 0.00% | 34 | -6,197 | -99.5% | -$55.72万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORE | $3,040 | 0.00% | 52 | 52 | — | $3,040 | 新建仓 |
| DFCA | DIMENSIONAL ETF TRUST CALIF MU | $2,986 | 0.00% | 60 | 30 | 100.0% | $1,493 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2,929 | 0.00% | 22 | -1,009 | -97.9% | -$13.43万 | 减仓 |
| USDU | WISDOMTREE TR BLMBG US BULL | $2,896 | 0.00% | 110 | -250 | -69.4% | -$6,582 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION CO | $2,881 | 0.00% | 46 | 46 | — | $2,881 | 新建仓 |
| TD | TORONTO DOMINION BK ONT COM NE | $2,777 | 0.00% | 30 | 18 | 150.0% | $1,666 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO C | $2,766 | 0.00% | 70 | 70 | — | $2,766 | 新建仓 |
| POWI | POWER INTEGRATIONS INC COM | $2,765 | 0.00% | 54 | 54 | — | $2,765 | 新建仓 |
| KMX | CARMAX INC COM | $2,744 | 0.00% | 66 | -2,419 | -97.3% | -$10.06万 | 减仓 |
| HUBS | HUBSPOT INC COM | $2,441 | 0.00% | 10 | -424 | -97.7% | -$10.35万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP COM | $2,377 | 0.00% | 22 | -596 | -96.4% | -$6.44万 | 减仓 |
| NOBL | PROSHARES TR SP 500 DV ARIST | $2,332 | 0.00% | 22 | 11 | 100.0% | $1,166 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD C | $2,311 | 0.00% | 52 | 52 | — | $2,311 | 新建仓 |
| EWY | ISHARES INC MSCI STH KOR ETF | $2,214 | 0.00% | 18 | -384,378 | -100.0% | -$4,727.85万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON AD | $2,210 | 0.00% | 264 | 108 | 69.2% | $904 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP COM | $2,076 | 0.00% | 38 | 31 | 442.9% | $1,694 | 加仓 |
| CVBF | CVB FINL CORP COM | $2,073 | 0.00% | 108 | 108 | — | $2,073 | 新建仓 |
| E | ENI SPA SPONSORED ADR | $2,038 | 0.00% | 36 | 36 | — | $2,038 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI S | $1,911 | 0.00% | 44 | 21 | 91.3% | $912 | 加仓 |
| HRB | BLOCK H R INC COM | $1,904 | 0.00% | 60 | -1,796 | -96.8% | -$5.70万 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $1,876 | 0.00% | 66 | 45 | 214.3% | $1,279 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR C | $1,873 | 0.00% | 24 | 24 | — | $1,873 | 新建仓 |
| INSP | INSPIRE MED SYS INC COM | $1,857 | 0.00% | 36 | 36 | — | $1,857 | 新建仓 |
| BOKF | BOK FINL CORP COM NEW | $1,784 | 0.00% | 14 | 7 | 100.0% | $892 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP S | $1,760 | 0.00% | 196 | 196 | — | $1,760 | 新建仓 |
| BSY | BENTLEY SYS INC COM CL B | $1,756 | 0.00% | 50 | 50 | — | $1,756 | 新建仓 |
| EWT | ISHARES INC MSCI TAIWAN ETF | $1,702 | 0.00% | 24 | -175,279 | -100.0% | -$1,243.02万 | 减仓 |
| TCOM | TRIP COM GROUP LTD ADS | $1,693 | 0.00% | 34 | 34 | — | $1,693 | 新建仓 |
| ZTO | ZTO EXPRESS CAYMAN INC SPONSOR | $1,684 | 0.00% | 68 | 68 | — | $1,684 | 新建仓 |
| — | ISHARES TR MSCI DENMARK ETF | $1,675 | 0.00% | 16 | 11 | 220.0% | $1,152 | 加仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $1,639 | 0.00% | 174 | 87 | 100.0% | $820 | 加仓 |
| TS | TENARIS S A SPONSORED ADS | $1,629 | 0.00% | 28 | 28 | — | $1,629 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $1,627 | 0.00% | 50 | 39 | 354.5% | $1,269 | 加仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $1,602 | 0.00% | 88 | 23 | 35.4% | $419 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,576 | 0.00% | 4 | -1,026 | -99.6% | -$40.42万 | 减仓 |
| EWZ | ISHARES INC MSCI BRAZIL ETF | $1,536 | 0.00% | 40 | 16 | 66.7% | $614 | 加仓 |
| MTUM | ISHARES TR MSCI USA MMENTM | $1,440 | 0.00% | 6 | -1 | -14.3% | -$240 | 减仓 |
| FXI | ISHARES TR CHINA LG-CAP ETF | $1,436 | 0.00% | 40 | 21 | 110.5% | $754 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON A | $1,427 | 0.00% | 56 | 8 | 16.7% | $204 | 重新持有 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE | $1,419 | 0.00% | 16 | 8 | 100.0% | $710 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $1,405 | 0.00% | 8 | 7 | 700.0% | $1,229 | 加仓 |
| ACWI | ISHARES TR MSCI ACWI ETF | $1,384 | 0.00% | 10 | 10 | — | $1,384 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III HO | $1,381 | 0.00% | 36 | 18 | 100.0% | $690 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSO | $1,354 | 0.00% | 66 | 11 | 20.0% | $226 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1,351 | 0.00% | 8 | 8 | — | $1,351 | 新建仓 |
| PEN | PENUMBRA INC COM | $1,313 | 0.00% | 4 | -14,636 | -100.0% | -$480.43万 | 减仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $1,277 | 0.00% | 30 | 19 | 172.7% | $809 | 加仓 |